Profit Sharing · DOL Form 5500 · 2023

Citadel Properties, Inc Profit Sharing Plan

Data updated 2026-08-25

$679K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$339,749
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Citadel Properties, Inc Profit-Sharing Trust · Sponsored by Citadel Properties, Inc · Oregon · Real Estate

$679K in assets, 2 participants

Citadel Properties, Inc's Citadel Properties, Inc Profit-Sharing Trust reported $679K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 20th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,685 in Real Estate (4,727 peers)

What the 2023 filing shows

Citadel Properties, Inc Profit-Sharing Trust holds $679K for 2 participants - about $339,749 per participant, among the smaller plans by assets on file.

#1,685
in Real Estate (4,727 peers)
+2.9%
assets growth YoY

Citadel Properties, Inc Profit-Sharing Trust among the smaller filed plans by assets

Citadel Properties, Inc Profit-Sharing Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$679,497 20th percentile higher than 20% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Citadel Properties, Inc Profit-Sharing Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citadel Properties, Inc Profit-Sharing Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Citadel Properties, Inc Profit-Sharing Trust reported net income rose from -$142K in the plan year 2022 filing to $19K in the plan year 2023 filing.
  • Citadel Properties, Inc Profit-Sharing Trust end-of-year assets rose from $660K in the plan year 2022 filing to $679K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 930884855 · Citadel Properties, Inc PY 2023 · Profit Sharing

Citadel Properties, Inc Profit-Sharing Trust · $679K · 2 · 20th

  • PHOTO $679K
  • IND 2
  • EOY 20th
  • 5500 Profit Sharing
  • ASSETS near C & G Restaurant Holdings, Inc. Retirement Plan
  • PCT ind #1685

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in Oregon →

Citadel Properties, Inc Profit-Sharing Trust in the asset neighbourhood

Citadel Properties, Inc Profit-Sharing TrustCitadel Properties, Inc Prof…$679KC & G Restaurant Holdings, Inc. Retirement PlanC & G Restaurant Holdings, I…$680KShifting Lanes Resort Inc. Retirement PlanShifting Lanes Resort Inc. R…$679KStrauch Chemical Distributors, Inc. Profit Sharing PlanStrauch Chemical Distributor…$680KBeaudo & Fuhrmann Group Inc. Retirement PlanBeaudo & Fuhrmann Group Inc.…$679K
End-of-year total assets ($M) among Citadel Properties, Inc Profit-Sharing Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$660K
Net Assets (End of Year)$679K
Net Income$19K
Employer EIN930884855
Plan Effective Date1990-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citadel Properties, Inc)

Sponsor-wide plan assets over time

All Citadel Properties, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$662K 0.30114234236962234% vs 2022
2024 filing year
$0.65M$0.66M$0.67M$0.68M$0.69M 202220232024 $0.66M $0.66M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 2 $660K
2023 1 2 $679K
2024 1 2 $662K

Nearby Profit Sharing Plans in Oregon

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Citadel Properties, Inc Profit-Sharing Trust vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Citadel Properties, Inc Profit-Sharing Trust, Total assets ($M): 0.679497 · Participants: 2Citadel Properties, Inc Profit-Sharing TrustLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 805.482585 · Participants: 5463Les Schwab Profit Sharing Retirement PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 770.320628 · Participants: 5474Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 696.604461 · Participants: 11313Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 194.758742 · Participants: 766Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 172.19814 · Participants: 485The Hoffman Employee Retirement Income Plan
Citadel Properties, Inc Profit-Sharing Trust vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Citadel Properties, Inc Profit-Sharing Trust side-by-side with 3 peers →

Citadel Properties, Inc Profit-Sharing Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is C & G Restaurant Holdings, Inc. Retirement Plan in TX ($680K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Citadel Properties, Inc Profit-Sharing Trust assets move in 2023? ▼
Citadel Properties, Inc Profit-Sharing Trust edged up modestly - up 2.9% during 2023, from $660K to $679K. Reported net income was $19K.
How have Citadel Properties, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citadel Properties, Inc's sponsor-wide assets grew 0.3%, from $660K to $662K.
Where does Citadel Properties, Inc Profit-Sharing Trust rank by assets among Form 5500 filers? ▼
Citadel Properties, Inc Profit-Sharing Trust ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Citadel Properties, Inc Profit-Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is C & G Restaurant Holdings, Inc. Retirement Plan in TX ($680K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Citadel Properties, Inc Profit-Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 930884855.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.